Relationship Manager | Advice technology

Keegan Adams

Knowledge of XPLAN but want to know more and be the expert? Full training provided in this true account management role within Financial Planning .

  • Experience in Financial Advice, Client Service or Paraplanning required
  • Relationship Management , training to manage your own portfolio of accounts!
  • Training provided to be an expert in the dominant wealth product - XPLAN
Join the market leader in the provision of Wealth Management systems to Financial Planning Firms and Dealer Groups.

This is a fantastic career opportunity for a client orientated professional to maintain and enhance relationships across their existing client base within the Financial Planning Industry. This is NOT a sales position, it is strongly driven by relationships where you will work with your clients to gain a thorough understanding of their needs in order to manage projects. 

You will be supporting the end user to understand and enhance their use of the software, having direct access to the IT experts, including consultants, product specialists, developers and senior management to deliver the required solution.
So who are you?
In no way do you need to be an IT expert, but you should either have come from a Financial Planning background or have strong Financial Planning knowledge with a keen interest in technology and practice efficiency. A working knowledge of financial planning software is required. You must client driven, with a passion for building and enhancing relationships. Ideally you will also have started or completed your RG146 & or DFP.

This is fun but dedicated and supportive team, you must be able to demonstrate that you are a true team player whilst possessing the ability to work autonomously when required. 
This is an ever evolving company which is highly respected by the Financial Planning Industry and will provide multiple career opportunities to you over time.

For an immediate interview please call Rosie Keegan on 02 9216 6728 or 'APPLY' via this web-site to Rosie at Keegan Adams Recruitment including a cover letter outlining your suitability.